+112.5%
NET vs VSH
+64.7%
+47.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.4% | -6.4% | -3.8% |
| 7D | -7.0% | +4.1% | -11.0% | -8.6% |
| 30D | -4.8% | -4.2% | -0.6% | -3.7% |
| 3M | +3.8% | -50.0% | +53.8% | +33.9% |
| 6M | +50.0% | +80.2% | -30.1% | -1.5% |
| YTD | +41.5% | +121.1% | -79.6% | -18.8% |
| 1Y | +32.8% | +112.0% | -79.2% | -22.8% |
| 3Y | +335.9% | +22.5% | +313.4% | +251.3% |
| All | +112.5% | +64.7% | +47.8% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VSH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling